Financial Planner, First Republic Investment Management
Northern CaliforniaLisa Hutar is a Managing Director and Senior Financial Planner at First Republic Investment Management.
Prior to joining First Republic in 2017, Ms. Hutar was a Senior Wealth Planner at Comerica Bank where she worked with high net worth individuals and families, designing their financial, estate and charitable giving plans. Ms. Hutar counseled clients regarding trust and estate planning issues including multi generational wealth transfer, philanthropic solutions, asset protection and business succession planning. Additionally, she has helped clients navigate through life transitions (death, divorce and disability). Before joining Comerica Bank, Ms. Hutar was Senior Wealth Planning Strategist with Wells Fargo Private Bank from 2006 to 2014 and practiced as an Estate Planning Attorney for 19 years.
Active in her local community, Ms. Hutar is involved with Women’s Recovery Association, Kainos and the Big Wave Project.
Ms. Hutar earned her Bachelors degree from Southern Illinois University and her Juris Doctorate from the University of Denver – Sturm College of Law.